I hope this video helped you get brighter about Tesla! My website: www.HerbertOng.com See the MOST comprehensive resource for the $TSLA Investor Join this channel or my Patreon to get free access to 15+ modules of TSLA investor resources Join this channel: th-cam.com/channels/4DBLlq1x0AKmip1QJUcbXg.htmljoin Join my Patreon: www.patreon.com/brighterwithherbert Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Herbert
Christen wilburn was my hope during the 'bear summer' last year. I did so many mistakes but also learned so much from it, and of course from christen wilburn.
Same here, I'm blessed only. God knows how much I praise her, £32,000 every week! I now have a good house and can now afford anything and also support my family, and never will I forget to pay my tithes because God has been so faithful to me and my family
Interesting perspective. When car manufactories earn from sales of part this incentivise them to make 'bad' cars. Shifting the paradigm to having a car earn its income from selling rides and tesla taking a cut, this instead incentivises them to create quality cars that actually last. I think this is a moumental shift, when workpower becomes essentially free, the next stage to compete on instead of price will be quality - if this makes sence.
🎉😊❤ Warren is an excellent communicator and understands how to problem solve because he follows the critical thinking process. Thank you very much, Herbert, for your discussions with your intelligent and interesting guests.😊🎉❤
22:00: The survey skipped a couple important question: How does the insurance work and what's the risk of damage from FSD? The latter will be different for each area, and if the risk is... well, as high as it will be, your car is going to be taking damage. Will the profits cover the cost, in time and money? That's the question.
21:00 As a software engineer, the ride hail app is not a big deal. It takes planning but that's just regular software development. Nothing really innovative needed.
I think Warren is absolutely correct about wireless charging. The latest wireless charging technology has much faster charging speeds than before. The newest technology is only slightly slower than conventional wired charging.
Do you wirelessly induction charge your phone? I never have. The case I have adds just enough distance to make this not feasible. (I don't actually know if it will work. I think I tried it once in my Model Y...don't remember what happened because I didn't care.) Plugging in is easy, works much faster. Wireless technology is constrained by basic physics, coils, distance. There may be some practical applications but phones, EVs, robots -- no. Even when I drive my Model Y Long Range across country, charging time isn't a big deal. (BTW my practical range for my 320mile range Model Y? 85% to 20% so 65% of the battery, and about 2.2/% that's about 135 miles, highway speeds 75mph, AC. I have no doubt it could get 300 miles going from 100% to almost 0, 35mph, no AC, moderate weather.) Nikola Tesla's Wycliffe. Induction and the inverse square law. It's obvious it was never going to work. The only 'mystery' is why Tesla thought it could work. Tesla's way forward seems pretty obvious, automated charging plug in. I've never understood why there aren't lights right next to Tesla EV charging ports to facilitate this. I have no doubt Tesla engineers have this already figured out.
Roomba's and Autonomous Lawn Mowers don't need wireless charging. A truly autonomous vehicle doesn't need something as complicated as a Wireless charger. Strategically placed Homeowner vehicles will simply arrive home with 20% charge and you will be paid for plugging or unplugging them in. No special equipment or charging stations required.
If the Robotaxi's cost for hire is low enough the knock on affect is the end of car ownership! Consequently all the money usually that has to be spent on purchase insurance and depreciation means all those would be car purchasers will have a lot more spare income available and I for one would have no hesitation in getting myself a TeslaBot. :-)
I’m glad you guys talked about the van. My dumb brain was always thinking about a consumer minivan. Not a commercial EV or potentially robovan. Holy crap that could be huge.
My Optimus Vision: The Robot Revolution 1. Base: All-round assistant worker skills 2. Specialist firms develop expert programs 3. Programs hosted by firms, not stored on robots 4. On-demand access to special skills (Gourmet chef at the push of a button!) 5. Companies guarantee safety & legal compliance 6. Future: One multi-talented robot per household I believe these specialized programs will be the new internet - like apps, but for robots. Anyone with special skills should contribute to training these open-source programs. I also think the Texas company is training Optimus on Fridays and weekends when no employees are present. Goal: Full automation of production!
FOR EVERYONE COMPLAINING ABOUT CLICKBAIT: this is TH-cam, you need to compete in the search. also these videos are in depth detailed and gains you multiple perspective's, if you want 24/7 breaking news stop hitting the TH-cam search bar you should know by now that's not how titles work and that isn't exclusive to TH-cam. also unless your a paying member just shut up, you don't contribute but get mad when the channel competes for views for funding, take your free advice and be humble.
The more they do clickbait, the worse the Chanel usually is! We really wish for a feedback mechanism that can avoid showing us what we consider junk. That what our complaints really mean!
@@larsnystrom6698 if that's what your complaints mean you should be complaining to TH-cam not on a TH-camrs page. he does not control the feedback mechanism that causes your timeline. you do by clicking on videos. and if he didn't have a clickbait title by the sounds of it you would have definitely passed this channel up for the next clickbait because you seem to be fooled and bothered by it. I'm not trying to be mean but it would help everyone to understand this, the click bait problem isn't going to end here its a TH-cam/entertainment industry wide issue.
Regarding risks. If US China relations become openly hostile, China may get tired of watching Tesla China profits flow to the US, and force a "nationalization" of Tesla China.
It is my opinion that once FSD is doing Robotaxi, that they will continue to train future versions of FSD on only Robotaxi data. Human produced data will not be considered at all.
I believe Dry electrode batteries act/behave more like “high density ultra high capacitors” though have not heard of any overly higher density numbers so far from the 4680 batteries.
IMO Elon was furious by the Reuters leak of the delay or cancellation of the next generation lower cost “Model 2” vehicle and the impact the leak had on the stock price. I think Elon reacted a bit impulsively and announced the Robotaxi event without a lot of input from his engineers. After the dust settled and Elon and his team had a chance to really think things through, the decided that 8/8 was a bit to soon for the Robotaxi event.
@garycarsons3128 Elon announced 8/8 without input from Engineers, what is your source? The date changed because Elon changed the design as such, it did not come from engineers.
I speculate that you are correct. Mere speculation, of course. And I don't see what is exciting about a Robotaxi reveal until autonomy is solved. Anybody (such as Rimac) can make a cool prototype, but it's meaningless without the tech. 10/10 could functionally be a nonevent.
Warren has some good insight, but sometimes he’s waaay off. It doesn’t make sense for the cybercab to work for 18 hours, then charge for 6. It won’t have a big battery because of weight (efficiency), cost and because they don’t need it. It will probably go for like 2 hours, then charge to ~80% in 10-15 minutes, then go again. They will cycle, when some are charging, others are working
The example of lowering consumer price by using robots is the same as a coder using example ChatGPT, with the AI the proce of 'building a website' drops drastically as code is fast and easy to produce. The same shift will inevitably happen when Optimus gets released, people using them will be able to drastically drop the price and increase the output, as well as build automated companies. Take alsointo account the rappid speed of AI.
If Tesla begins using Optimus in their factories, we will see the cost of Tesla vehicles to drop drastically. I see no reason why the prices of a Tesla vehicle wouldn’t drop well below their Chinese competitors.
Herbert does qualify content , it’s a shame that he often uses such misleading clickbait titles! Wish he realizes that these clickbaity tiles are harming his Channel more than helping it grow.
Great discussion, thanks guys. I do think that Elon is going to have to de-risk Tesla and tone down his anti-Harris rhetoric, as the political ground has shifted massively over the past week (no matter what he tweets). We Kiwis have seen this play out in our own country in August 2017, where Jacinda Ardern took over the poorly-polling NZ Labour Party leadership 7 weeks out from the elections, and then went on to win with a message of fairness, hope, kindness and empathy and with policies to match. She was articulate, charismatic and well organised, which the NZ electorate needed after 9 years of boring conservatism. No matter your politics, no-one should underestimate the Harris campaign, who appear to be following the Ardern playbook (and we know Harris hugely admires Ardern). Trump is no longer a guaranteed shoe-in, just saying, and Elon's tweets won't make a blind bit of difference to the result, but could be very problematic afterwards.
The next big thing was just on 60 minutes. Where would a quantum computer work best? space…You heard it from me first. Second time I have mentioned this. First time on Farzad’s pod.
I agree with you guys. If Tesla manufacturers 300,000 to 500,000 Tesla-owned CyberCabs in the first year, Tesla needs the Robotaxi infrastructure to clean, park, and charge this fleet. It is a lot easier to build these Robotaxi Superchargers Hubs city by city rather than deploying a couple thousand CyberCabs throughout each metropolitan area in a nationwide rollout and find enough parking, charging, and cleaning facilities in every metropolitan area throughout the country. These Robotaxi Superchargers Hubs will not only be needed for the Tesla owned CyberCab vehicles, but it will also be needed for the Tesla owners that elect to enlist their EVs in the Robotaxi service full time - 24x7, especially for those Tesla customers that plan to buy and enlist several Tesla EV (one or two dozen vehicles).
In Asian countries, I think EV would cut the cost of ride down. I believe the cost of petrol are similar. So it’s crazy that they’re not using EV instead of ICE
It wouldn't make much sense to keep it in the front, because it adds weight and you would need 1 Optimus for every car. Maybe they'll do something like this in 20 years when bots are cheap and very lightweight, certainly not in 2025. They will use their autocleaning system for the most part and have the car drive to a cleaner (bot?) if something "bigger" needs to be dealt with.
Let's say the robotaxi costs $20k and operates for five years doing 250k miles. That's $.08/mile. It does 4 miles/kwh at $.20/kwh, that's another $.05/mile. Then throw in cleaning/maintenance, especially tire cost, and you're looking at a minimum of $.20/mile just to break even. If Tesla wants 50% margin, they would have to charge $.40.
Remember how old stye cars used to allow access to engins with a gull wing fold. This means it can be accessed from the pavement. Why do you need a continuous window at the front..... for the driver. how abount make the front fold in half when you get in the front opens revealing the storage compartment and the the seat. drop your luggage in from the pavement sit in the seat and fold it back down ( hinge down the middle of the windscreen).
I live in Los Angeles, park my Model Y outside. It's frequently at 140° (60C) inside. Also, put your capitalist hats back on. If my Model Y can make me $70,000 a year as a Robotaxi? Absolutely. And I'll buy four more Teslas. Seems obvious. But if there's already more Teslas in California than Ubers/Lyft.. even if a lot of people stop owning cars, market saturation will quickly be reached driving down prices. Soon $35,000 a year from your Robotaxi working the same hours is still terrific. But $35k/year profit from a $40k Tesla, with almost no overhead? Why not buy 10,000 Teslas and lower that profit to $15k? Don't be surprised if Tesla does something to limit access to turning your personal car into a Robotaxi.
Figuring out better custom solutions for existing and future must have projects and tasks with the current and available resources is where AI inference compute can contribute massive financial value to build a better mouse trap for use in the physical world. Full Self Driving for vehicles provides a template for superior functionality in navigating boats, aircraft, Starship and Optimus robots. It would be very cool if you could create a superior mobile distributed radio telescope without the rigid support structure used by current methods😊
21:00 There “has to be a feature in the app”. . . Umm. . . 40 years ago, yes 40 years, I had a boss (an annoyingly brilliant guy) who used the term SMOP. Simply a Matter Of Programming. Of course, I was the programmer. . . 😉
56:00 Dry Electrode. My understanding is that the advantage of the dry electrode is a shorter and simpler electrode production line. Therefore reducing the cost of the electrode.
It is not simple at all, Tesla has been working on this since 2019, when they acquired Maxwell Technologies with its DBE pattents.. BUT if they get it working (at scale!), it reduces the costs with as much as 50% because it cuts out a whole sub process out of the battery cell production line: The production of the wet cathode/anode with solvents, apply this wet slurry on the substrate and then the huge energy hungry drying ovens and reclaim of these solvents and do this all over again. Especially these ovens are huge and may take 50% of the floorspace, and the savings in energy are immense! But to get the dry anode/cathody stick to the substrate and have a consistent thickness is a tough nut to crack! But it seems Tesla has finally figured it out.
I agree with that Robotaxi has to be low cost. Something that can compete with the subway would be ideal. Since a Robotaxi can get you to any place, which is different from the subway, a somewhat higher cost is still competitive with it.. But lower cost than owning your own car is a given. The only reason for your own car should be if you use it in your work, or are scared to share your space with others (and then the subway isn't an option either).
...privacy, fun driving, flexibility, emergency situations where every second counts, freedom to go anywhere you want any time you want, without needing an app or having to wait for anything etc....
I reckon - No working model in October. Then, 3 months later, there will be one with a wheel. Then it will not work. Finally, 2.5 years later, they will finally release it without a wheel. And it won't work. Nothing against Tesla. There are just too many variables, especially without LIDAR.
WOW! Where do I begin!? I live in Los Angeles and yes the traffic is insane. I'm 78 years old, drive a 17 yr old BMW. SOOoooo I can imaging all those public transportation stinky ugly busses being replaced by robotaxis. Private owned Teslas being rented out (with former UBER drivers as supervisor drivers ). What will be the car insurance impact on an owner of a rent out Tesla? How about supervised driving by an OPTIMUS!??? Maybe I start a home busness with as used Tesla rented out as a robotaxi. How long until I can call a robotaxi to drive me from LA to Las Vegas faster and cheaper then an airplane flight? GOOD GOD! My head is spinning
I used to think highly of Elon because of his great scientific mind and my wife and I are avid investors of Tesla! But Elon aligning himself with a convicted criminal and sex offender is quite disturbing to me. I'm just glad I don't worship money and I don't care if I did the right thing by selling all my Tesla stocks. I'm happy with what I have now and there are other investments out there where I don't have to worry about being a complicit participant of an insanity festival!
Yeah because TH-camrs don’t make a living and don’t need to compete in the algorithm to make a living to give your lazy ass free advice. Go find another hobby where you can click once for success.
@TomasAngelus I love this channel, and I think herbert does a great job keeping us informed. But i do want him to know how unhappy we are with title clickbait abuse.
@@AndreyPort and all I'm saying is he has to compete with other Tesla videos in the search. also using clickbait out of his control. if you want to compete you need to draw viewers, the numbers are very clear on this, you do your job listen, he will do his job and create.
How do passengers of regular taxis close their doors? They use their own hands, the taxi driver is not closing them for them usually. A more interesting question is "How do the passengers open and close the luggage compartment?" That will have to be automated via voice commands, probably. I'm also not sure if all Teslas can fully open and close it automatically, so that will be an issue for sure.
what i want to see on taxiday is two production optimus robots, one pulling the other on a rickshaw, then dancing to putting on the ritz, as per young frankenstein, to introduce the robotaxi, then elon will drive in with a robotaxi
I can imagine my wife’s Tesla doing some hours of taxi work while she is at her job. The car is sitting there for 8 hours anyway. That would pay for the car and let her have it for free.
Take sometime off. Come back in October. I keep clicking in hopes you have news based on your title. But alas you are becoming average. Thus is provided as helpful input. Take Sunday off if just one day.
I see industry contracting all Optimus production to achieve the r.o.i. and remain competative. An indivudual might be able to rent one from startup business able to outbid. Also Elon said Robo Taxi would be released everywhere at once
My guess is the robotaxi will have the ability to autonomously connect physically to each other. Make a tiny train. So an almost empty of battery robotaxi can still do rideshare because another robotaxi will just scoup it up back to a charging station. Thats what I would do. Who thinks thats a good idea? Also allow to save energy if you need to go alongside another robotaxi that goes near/at the same location.
You guys will hear of Tesla food and other products in the future a dedicated factory to the things that will be on Mars that Tesla creates close food drink you name it coming soon
Midnight to 6:00 AM for charging. I don't think he realises the size of the bars are closing drunks and staff taxi market. Not to mention all of the other late shift industries out there.
Correct, they will operate 24/7/365 and only charge when they need to. Assuming a 55 kWh battery and 350 miles of city range, they will probably only need to charge once a day for about 30 minutes, that's it.
Earlier this year Elon wanted to present it by the end of the year and said production will start late next year. Not sure if the presentation in Q4 will still happen, otherwise probably Q1 of 2025, with production starting no earlier than Q4 2025.
Warren, an AI b2b example: company buys chatbot to replace humans for customer support; b2c example: you've always wanted to edit your photos in a certain way but never had the time or patience to learn how to use Photoshop, now Adobe offers AI features that do these things for you.
A nice idea, and easily implemented when you have electricity, but not something every Robotaxxi needs. So that isn't it! But food delivery will be very easily made when you have a home Optimus. Not that it itself goes to the grocery store. It will just give the shopping list to an Optimus in the store, who then send it with a Robotaxi, where your own Optimus picks it up. These three should be able to communicate to make it flow easily. I guess the Optimus in the shop can confer with your home one to make changes to the shopping if needed.
Given the fact that the compact $25k car will come before Cybercab why wouldn't they talk about that on 10/10? They've already said Cybercab would follow after on the next gen line.
I think the completely new 25K car is off the table, as Giga Mexico is on hold as well... Tesla is now all in on the Cybercab because FSD Full autonomy is coming sooner than even Elon Musk had thought... No more need for a cheap car, as robotaxi's will fill that market by the time the 25K car would see its first deliveries Instead Tesla will come out with cheaper cars sooner that are based on the Model 3/Y that will utilize the same production lines, but these will not get below 25K I think, but well below the base price of the cheapest Model 3/Y so the TAM will expand to lower income families and Tesla will be able to fully utilize the current production capacity. There is a limit for 40K cars, and it looks like Tesla has hit that limit with the Model 3/Y.
@@MarcoNierop they don't have a choice they have to get it out before the likes of BYD gets established in the west. It's not exactly like Tesla has got luxury down either with its minimalist interiors. The car industry is a fashion industry and Elon doesn't get that
IMO, All surviving automakers will have Tesla Full Self Driving. This will not only be driven by customer preference, but by government safety standards.
So the government is going to mandate that people pay $99/month or more for FSD? That won't go over too well with people living paycheck to paycheck. Also, the surviving automakers will have to be 100% electric. FSD will never go on an ICE vehicle.
No. FSD is the result of billions of miles of training data, trained on a billion dollar super computer, not thousands of lines of code. It runs only on a Tesla proprietary inference computer within a Tesla architecture vehicle. Good luck copying that.
@@BongoWongoOG There is a factory in China, so of course they will copy everything they can. My guess is they will be about 5 years behind Tesla in the beginning and then catch up quickly.
Yes, Model 2 would be my guess as well, although he has to be careful about the Osborne effect. He mentioned a while back that they a not currently working on a house heatpump or anything of that sort.
They will always builld more Robocabs, but will not need to build more cars in about 20 years or so. They'll be able to chose if they want to continue building cars or not and they probably will, as long as the demand is there.
As I have mentioned in the past, one of the big changes will be "Induction Charging " remember they bought that company that had designed this and kept the engineers. This will also be used for Optimus Prime Robots.
Yes, I think so too, Robocabs have to be able to charge themselves and the snake charger was cancelled. In the future Optimus could plug them in, if the efficiency with cables is higher. Optimus can also plug itself in, if the need arises, no induction charging required there but probably still used, we'll see.
1/2+ of California’s teslas will eventually join Robotaxi fleets in 2nd year and beyond after the initial launch of Robotaxi. Tesla in my opinion will need to have their own Robotaxi fleet to show the benefit of owning a Robotaxi by adding their tesla into the fleet.
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Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024.
.......
Christen wilburn was my hope during the 'bear summer' last year. I did so many mistakes but also learned so much from it, and of course from christen wilburn.
I will advise you should stop trading on your own if you keep losing
Same here, I'm blessed only. God knows how much I praise her, £32,000 every week! I now have a good house and can now afford anything and also support my family, and never will I forget to pay my tithes because God has been so faithful to me and my family
I will leave her info below this comment
she's mostly on Telegrams, using the user name.
....
Interesting perspective. When car manufactories earn from sales of part this incentivise them to make 'bad' cars. Shifting the paradigm to having a car earn its income from selling rides and tesla taking a cut, this instead incentivises them to create quality cars that actually last. I think this is a moumental shift, when workpower becomes essentially free, the next stage to compete on instead of price will be quality - if this makes sence.
"bad" cars is relative. The worst cars today are better than the best cars from 20 years ago.
🎉😊❤ Warren is an excellent communicator and understands how to problem solve because he follows the critical thinking process.
Thank you very much, Herbert, for your discussions with your intelligent and interesting guests.😊🎉❤
Warren is great. Love his comments.
Right on Warren
I’ve been watching you for many years and I think you’re only getting better
Great guest. Have him more. Less of echo an chamber!!! Thanks to both of you:)
22:00: The survey skipped a couple important question: How does the insurance work and what's the risk of damage from FSD? The latter will be different for each area, and if the risk is... well, as high as it will be, your car is going to be taking damage. Will the profits cover the cost, in time and money? That's the question.
robotaxi needs a robot arm. scrape snow, plug in the charging cable, press a ticket button. wash the car in front of sensors etc.
21:00 As a software engineer, the ride hail app is not a big deal. It takes planning but that's just regular software development. Nothing really innovative needed.
I think Warren is absolutely correct about wireless charging. The latest wireless charging technology has much faster charging speeds than before. The newest technology is only slightly slower than conventional wired charging.
Do you wirelessly induction charge your phone? I never have. The case I have adds just enough distance to make this not feasible. (I don't actually know if it will work. I think I tried it once in my Model Y...don't remember what happened because I didn't care.) Plugging in is easy, works much faster. Wireless technology is constrained by basic physics, coils, distance. There may be some practical applications but phones, EVs, robots -- no.
Even when I drive my Model Y Long Range across country, charging time isn't a big deal. (BTW my practical range for my 320mile range Model Y? 85% to 20% so 65% of the battery, and about 2.2/% that's about 135 miles, highway speeds 75mph, AC. I have no doubt it could get 300 miles going from 100% to almost 0, 35mph, no AC, moderate weather.)
Nikola Tesla's Wycliffe. Induction and the inverse square law. It's obvious it was never going to work. The only 'mystery' is why Tesla thought it could work.
Tesla's way forward seems pretty obvious, automated charging plug in. I've never understood why there aren't lights right next to Tesla EV charging ports to facilitate this. I have no doubt Tesla engineers have this already figured out.
Roomba's and Autonomous Lawn Mowers don't need wireless charging. A truly autonomous vehicle doesn't need something as complicated as a Wireless charger. Strategically placed Homeowner vehicles will simply arrive home with 20% charge and you will be paid for plugging or unplugging them in. No special equipment or charging stations required.
there already some "wireless" systems in use on taxis in europe just drive over it and 2 pins try to reach a fild to charge
If the Robotaxi's cost for hire is low enough the knock on affect is the end of car ownership!
Consequently all the money usually that has to be spent on purchase insurance and depreciation means all those would be car purchasers will have a lot more spare income available and I for one would have no hesitation in getting myself a TeslaBot. :-)
As an all-in Tesla Investor I appreciated this outstanding discussion very much. Thank you both.
I’m glad you guys talked about the van. My dumb brain was always thinking about a consumer minivan. Not a commercial EV or potentially robovan. Holy crap that could be huge.
My Optimus Vision: The Robot Revolution
1. Base: All-round assistant worker skills
2. Specialist firms develop expert programs
3. Programs hosted by firms, not stored on robots
4. On-demand access to special skills (Gourmet chef at the push of a button!)
5. Companies guarantee safety & legal compliance
6. Future: One multi-talented robot per household
I believe these specialized programs will be the new internet - like apps, but for robots. Anyone with special skills should contribute to training these open-source programs.
I also think the Texas company is training Optimus on Fridays and weekends when no employees are present. Goal: Full automation of production!
FOR EVERYONE COMPLAINING ABOUT CLICKBAIT: this is TH-cam, you need to compete in the search. also these videos are in depth detailed and gains you multiple perspective's, if you want 24/7 breaking news stop hitting the TH-cam search bar you should know by now that's not how titles work and that isn't exclusive to TH-cam. also unless your a paying member just shut up, you don't contribute but get mad when the channel competes for views for funding, take your free advice and be humble.
shhh you're asking people who complain all day to think.
facts
The more they do clickbait, the worse the Chanel usually is!
We really wish for a feedback mechanism that can avoid showing us what we consider junk.
That what our complaints really mean!
@@larsnystrom6698 if that's what your complaints mean you should be complaining to TH-cam not on a TH-camrs page. he does not control the feedback mechanism that causes your timeline. you do by clicking on videos. and if he didn't have a clickbait title by the sounds of it you would have definitely passed this channel up for the next clickbait because you seem to be fooled and bothered by it. I'm not trying to be mean but it would help everyone to understand this, the click bait problem isn't going to end here its a TH-cam/entertainment industry wide issue.
Robotaxi's need to charge easily, besides, that facility is already being fitted into vehicles now or at least it is in the Cybertruck.
Regarding risks. If US China relations become openly hostile, China may get tired of watching Tesla China profits flow to the US, and force a "nationalization" of Tesla China.
Looking good Warren!
It is my opinion that once FSD is doing Robotaxi, that they will continue to train future versions of FSD on only Robotaxi data. Human produced data will not be considered at all.
Great chat, both! Appreciate you.
Dry electrode are lower cost to produce. The process also eliminates steps in the production of the battery.
I believe Dry electrode batteries act/behave more like “high density ultra high capacitors” though have not heard of any overly higher density numbers so far from the 4680 batteries.
I doubt it was given to her with a slant.
I’m sure the slant was added.
IMO Elon was furious by the Reuters leak of the delay or cancellation of the next generation lower cost “Model 2” vehicle and the impact the leak had on the stock price. I think Elon reacted a bit impulsively and announced the Robotaxi event without a lot of input from his engineers. After the dust settled and Elon and his team had a chance to really think things through, the decided that 8/8 was a bit to soon for the Robotaxi event.
@garycarsons3128 Elon announced 8/8 without input from Engineers, what is your source? The date changed because Elon changed the design as such, it did not come from engineers.
I speculate that you are correct. Mere speculation, of course. And I don't see what is exciting about a Robotaxi reveal until autonomy is solved. Anybody (such as Rimac) can make a cool prototype, but it's meaningless without the tech. 10/10 could functionally be a nonevent.
20:55 for tesla software is not a big deal. Fsd is hard but an app and algorithm which will be uber like is quite easy
Warren has some good insight, but sometimes he’s waaay off. It doesn’t make sense for the cybercab to work for 18 hours, then charge for 6. It won’t have a big battery because of weight (efficiency), cost and because they don’t need it. It will probably go for like 2 hours, then charge to ~80% in 10-15 minutes, then go again. They will cycle, when some are charging, others are working
The example of lowering consumer price by using robots is the same as a coder using example ChatGPT, with the AI the proce of 'building a website' drops drastically as code is fast and easy to produce. The same shift will inevitably happen when Optimus gets released, people using them will be able to drastically drop the price and increase the output, as well as build automated companies. Take alsointo account the rappid speed of AI.
If Tesla begins using Optimus in their factories, we will see the cost of Tesla vehicles to drop drastically. I see no reason why the prices of a Tesla vehicle wouldn’t drop well below their Chinese competitors.
So "Elon just revealed" something on July 15th, 13 days ago...
Figured it was clickbait....again
@@TomasAngelus god do you always complain. its free advice get a life
@@NoNo-bn5zh TH-camrs compete in the algirthim to make a living. I don't suppose you're a paying member? okay then consider it an add and shut up.
Herbert does qualify content , it’s a shame that he often uses such misleading clickbait titles!
Wish he realizes that these clickbaity tiles are harming his Channel more than helping it grow.
@@ParisParaskeva really? Still got your view and comment,
This would be great to have on Spotify to listen & work at the same time
How about TH-cam premium?
Im expecting a full duplex converversational grok subscrpition will be available.
There’s no conversation with Warren. I am sure he didn’t even know Herbert was on. 😂
Optimus arrives to the 10/10 show in a RoboTaxi.
Elon should be picked up in the RoboTaxi, at the event, filming without showing the absence of driver…
Tesla should make their own air jet
As a pilot, I disagree.
Great discussion, thanks guys. I do think that Elon is going to have to de-risk Tesla and tone down his anti-Harris rhetoric, as the political ground has shifted massively over the past week (no matter what he tweets). We Kiwis have seen this play out in our own country in August 2017, where Jacinda Ardern took over the poorly-polling NZ Labour Party leadership 7 weeks out from the elections, and then went on to win with a message of fairness, hope, kindness and empathy and with policies to match. She was articulate, charismatic and well organised, which the NZ electorate needed after 9 years of boring conservatism. No matter your politics, no-one should underestimate the Harris campaign, who appear to be following the Ardern playbook (and we know Harris hugely admires Ardern). Trump is no longer a guaranteed shoe-in, just saying, and Elon's tweets won't make a blind bit of difference to the result, but could be very problematic afterwards.
The next big thing was just on 60 minutes. Where would a quantum computer work best? space…You heard it from me first. Second time I have mentioned this. First time on Farzad’s pod.
@55:00 First DBE CT battery needs to be proven over many cycles to be as good as the previous version.
I agree with you guys. If Tesla manufacturers 300,000 to 500,000 Tesla-owned CyberCabs in the first year, Tesla needs the Robotaxi infrastructure to clean, park, and charge this fleet. It is a lot easier to build these Robotaxi Superchargers Hubs city by city rather than deploying a couple thousand CyberCabs throughout each metropolitan area in a nationwide rollout and find enough parking, charging, and cleaning facilities in every metropolitan area throughout the country. These Robotaxi Superchargers Hubs will not only be needed for the Tesla owned CyberCab vehicles, but it will also be needed for the Tesla owners that elect to enlist their EVs in the Robotaxi service full time - 24x7, especially for those Tesla customers that plan to buy and enlist several Tesla EV (one or two dozen vehicles).
Elon shoots himself in the foot all the time with regard to politics
Battery energy storage needs to be talked about more
In Asian countries, I think EV would cut the cost of ride down. I believe the cost of petrol are similar. So it’s crazy that they’re not using EV instead of ICE
I think Optimus will be doing the cleaning and charging it could be stored in the front
It wouldn't make much sense to keep it in the front, because it adds weight and you would need 1 Optimus for every car. Maybe they'll do something like this in 20 years when bots are cheap and very lightweight, certainly not in 2025. They will use their autocleaning system for the most part and have the car drive to a cleaner (bot?) if something "bigger" needs to be dealt with.
Let's say the robotaxi costs $20k and operates for five years doing 250k miles. That's $.08/mile. It does 4 miles/kwh at $.20/kwh, that's another $.05/mile. Then throw in cleaning/maintenance, especially tire cost, and you're looking at a minimum of $.20/mile just to break even. If Tesla wants 50% margin, they would have to charge $.40.
Remember how old stye cars used to allow access to engins with a gull wing fold. This means it can be accessed from the pavement. Why do you need a continuous window at the front..... for the driver. how abount make the front fold in half when you get in the front opens revealing the storage compartment and the the seat. drop your luggage in from the pavement sit in the seat and fold it back down ( hinge down the middle of the windscreen).
tesla can make a lot of money by making insanely good powertools.with the same design and quality as optimus. It's not stupid.
optimus can have a battery charger on his body to charge tesla powertools.
Tesla’s energy storage systems are growing faster than EV’s sales
Dry electrode batteries are faster and easier to build ( you don’t have to dry before assembly) hence less cost.
I live in Los Angeles, park my Model Y outside. It's frequently at 140° (60C) inside.
Also, put your capitalist hats back on. If my Model Y can make me $70,000 a year as a Robotaxi? Absolutely. And I'll buy four more Teslas. Seems obvious.
But if there's already more Teslas in California than Ubers/Lyft.. even if a lot of people stop owning cars, market saturation will quickly be reached driving down prices. Soon $35,000 a year from your Robotaxi working the same hours is still terrific. But $35k/year profit from a $40k Tesla, with almost no overhead? Why not buy 10,000 Teslas and lower that profit to $15k?
Don't be surprised if Tesla does something to limit access to turning your personal car into a Robotaxi.
Cosmetic changes wouldn't take time to re-eingineer? What? How about 3-5 months Warren! Cosmetic changes ARE engineering changes!
Figuring out better custom solutions for existing and future must have projects and tasks with the current and available resources is where AI inference compute can contribute massive financial value to build a better mouse trap for use in the physical world.
Full Self Driving for vehicles provides a template for superior functionality in navigating boats, aircraft, Starship and Optimus robots.
It would be very cool if you could create a superior mobile distributed radio telescope without the rigid support structure used by current methods😊
21:00 There “has to be a feature in the app”. . . Umm. . . 40 years ago, yes 40 years, I had a boss (an annoyingly brilliant guy) who used the term SMOP. Simply a Matter Of Programming.
Of course, I was the programmer. . . 😉
Good Job. Both of you!
Entertaining👌🏽
56:00 Dry Electrode.
My understanding is that the advantage of the dry electrode is a shorter and simpler electrode production line.
Therefore reducing the cost of the electrode.
It is not simple at all, Tesla has been working on this since 2019, when they acquired Maxwell Technologies with its DBE pattents.. BUT if they get it working (at scale!), it reduces the costs with as much as 50% because it cuts out a whole sub process out of the battery cell production line: The production of the wet cathode/anode with solvents, apply this wet slurry on the substrate and then the huge energy hungry drying ovens and reclaim of these solvents and do this all over again. Especially these ovens are huge and may take 50% of the floorspace, and the savings in energy are immense!
But to get the dry anode/cathody stick to the substrate and have a consistent thickness is a tough nut to crack! But it seems Tesla has finally figured it out.
I agree with that Robotaxi has to be low cost. Something that can compete with the subway would be ideal.
Since a Robotaxi can get you to any place, which is different from the subway, a somewhat higher cost is still competitive with it..
But lower cost than owning your own car is a given.
The only reason for your own car should be if you use it in your work, or are scared to share your space with others (and then the subway isn't an option either).
...privacy, fun driving, flexibility, emergency situations where every second counts, freedom to go anywhere you want any time you want, without needing an app or having to wait for anything etc....
I reckon - No working model in October. Then, 3 months later, there will be one with a wheel. Then it will not work. Finally, 2.5 years later, they will finally release it without a wheel. And it won't work. Nothing against Tesla. There are just too many variables, especially without LIDAR.
WOW! Where do I begin!? I live in Los Angeles and yes the traffic is insane. I'm 78 years old, drive a 17 yr old BMW.
SOOoooo I can imaging all those public transportation stinky ugly busses being replaced by robotaxis. Private owned Teslas being rented out (with former UBER drivers as supervisor drivers ). What will be the car insurance impact on an owner of a rent out Tesla?
How about supervised driving by an OPTIMUS!??? Maybe I start a home busness with as used Tesla rented out as a robotaxi. How long until I can call a robotaxi to drive me from LA to Las Vegas faster and cheaper then an airplane flight?
GOOD GOD! My head is spinning
Keep dreaming
I used to think highly of Elon because of his great scientific mind and my wife and I are avid investors of Tesla! But Elon aligning himself with a convicted criminal and sex offender is quite disturbing to me. I'm just glad I don't worship money and I don't care if I did the right thing by selling all my Tesla stocks. I'm happy with what I have now and there are other investments out there where I don't have to worry about being a complicit participant of an insanity festival!
I'm getting tired of those misleading titles.
Yeah because TH-camrs don’t make a living and don’t need to compete in the algorithm to make a living to give your lazy ass free advice. Go find another hobby where you can click once for success.
@TomasAngelus I love this channel, and I think herbert does a great job keeping us informed.
But i do want him to know how unhappy we are with title clickbait abuse.
Stop watching, go away. 😊
@@AndreyPort and all I'm saying is he has to compete with other Tesla videos in the search. also using clickbait out of his control. if you want to compete you need to draw viewers, the numbers are very clear on this, you do your job listen, he will do his job and create.
@@TomasAngelus you clearly don't understand Tesla or TH-cam lol
How do you put your personal car in the fleet when the doors don’t close automatically?
How do passengers of regular taxis close their doors? They use their own hands, the taxi driver is not closing them for them usually. A more interesting question is "How do the passengers open and close the luggage compartment?" That will have to be automated via voice commands, probably. I'm also not sure if all Teslas can fully open and close it automatically, so that will be an issue for sure.
@@nightshadowblade robo taxi, there is no driver
@@ricwilmot1654 Yes, so the passengers have to close the doors themselves.
When TSLA says they will start giving dividends that’s when I’m OUT! Means growth is over and they don’t know what to do with the money
what i want to see on taxiday is two production optimus robots, one pulling the other on a rickshaw, then dancing to putting on the ritz, as per young frankenstein, to introduce the robotaxi, then elon will drive in with a robotaxi
What?!?! The initial cost of the robobtaxi is a rounding error. Agree with you Herbert for the first time.
I can imagine my wife’s Tesla doing some hours of taxi work while she is at her job. The car is sitting there for 8 hours anyway. That would pay for the car and let her have it for free.
Maybe Tesla Robotaxi/Cybercab will have an Optimus Frunk Monkey. That way they can drive Uber Eats & Door Dash out of business too
$15,000 car over 1 million miles is 1.5 cents per mile NOT 15 cents.
You are dreaming, This price will not happen in the U.S., NOT in a hundred years
515 shares. COME ON MONDAY BABY. Cost basis 237$ 😂 the jobs report next week will be interesting
Take sometime off. Come back in October. I keep clicking in hopes you have news based on your title. But alas you are becoming average. Thus is provided as helpful input. Take Sunday off if just one day.
I see industry contracting all Optimus production to achieve the r.o.i. and remain competative. An indivudual might be able to rent one from startup business able to outbid. Also Elon said Robo Taxi would be released everywhere at once
My guess is the robotaxi will have the ability to autonomously connect physically to each other. Make a tiny train. So an almost empty of battery robotaxi can still do rideshare because another robotaxi will just scoup it up back to a charging station. Thats what I would do. Who thinks thats a good idea? Also allow to save energy if you need to go alongside another robotaxi that goes near/at the same location.
a robotaxi train sounds fun
Herbert, your booming, bass-heavy mic equilization makes it unpleasant to listen to you (guests are fine).
If they train in human behaviour, won't we end up with the exact same road death toll...
Could be the phone that has the app ?
You guys will hear of Tesla food and other products in the future a dedicated factory to the things that will be on Mars that Tesla creates close food drink you name it coming soon
Midnight to 6:00 AM for charging. I don't think he realises the size of the bars are closing drunks and staff taxi market. Not to mention all of the other late shift industries out there.
Correct, they will operate 24/7/365 and only charge when they need to. Assuming a 55 kWh battery and 350 miles of city range, they will probably only need to charge once a day for about 30 minutes, that's it.
$50? Warren.. you need to order uber premier or lyft black
When will we see the Roadster?
Earlier this year Elon wanted to present it by the end of the year and said production will start late next year. Not sure if the presentation in Q4 will still happen, otherwise probably Q1 of 2025, with production starting no earlier than Q4 2025.
Warren, an AI b2b example: company buys chatbot to replace humans for customer support; b2c example: you've always wanted to edit your photos in a certain way but never had the time or patience to learn how to use Photoshop, now Adobe offers AI features that do these things for you.
I've seen Optimus fold a shirt, water a plant, and put batteries in a box. Is there a better demonstration of its massive utility? If so, where is it?
It's not ready for much more yet, we have to wait for the next gen, maybe we will get a glimpse on 10/10.
The Robotaxi change is refrigerating the Frunk for food delivery services.
A nice idea, and easily implemented when you have electricity, but not something every Robotaxxi needs.
So that isn't it!
But food delivery will be very easily made when you have a home Optimus.
Not that it itself goes to the grocery store. It will just give the shopping list to an Optimus in the store, who then send it with a Robotaxi, where your own Optimus picks it up.
These three should be able to communicate to make it flow easily.
I guess the Optimus in the shop can confer with your home one to make changes to the shopping if needed.
@@larsnystrom6698 Travis Kalanick I'm sure would disagree.
Do Robos work in China better than in the USA or Europe?
Front charging makes sense to me
robotaxi, less power, less range, less batteries, wireless charging
There are still people using spaces?🤔
It is cable less charging.
Clickbait, this is old news
Given the fact that the compact $25k car will come before Cybercab why wouldn't they talk about that on 10/10? They've already said Cybercab would follow after on the next gen line.
Because of the Osbourne effect. It would significantly impact the Model 3 sales
I think the completely new 25K car is off the table, as Giga Mexico is on hold as well... Tesla is now all in on the Cybercab because FSD Full autonomy is coming sooner than even Elon Musk had thought... No more need for a cheap car, as robotaxi's will fill that market by the time the 25K car would see its first deliveries
Instead Tesla will come out with cheaper cars sooner that are based on the Model 3/Y that will utilize the same production lines, but these will not get below 25K I think, but well below the base price of the cheapest Model 3/Y so the TAM will expand to lower income families and Tesla will be able to fully utilize the current production capacity. There is a limit for 40K cars, and it looks like Tesla has hit that limit with the Model 3/Y.
@@MarcoNierop they don't have a choice they have to get it out before the likes of BYD gets established in the west. It's not exactly like Tesla has got luxury down either with its minimalist interiors. The car industry is a fashion industry and Elon doesn't get that
BYD Atto3 in Europe cost more or about the same than a Model Y
Maybe, but which one would you buy?
This guy is nuts if he doesn't know the difference between the parties. His opinion is worthless.
IMO, All surviving automakers will have Tesla Full Self Driving.
This will not only be driven by customer preference, but by government safety standards.
So the government is going to mandate that people pay $99/month or more for FSD? That won't go over too well with people living paycheck to paycheck. Also, the surviving automakers will have to be 100% electric. FSD will never go on an ICE vehicle.
@@darylfoster7944 You made some valid points, we shall see.
Good video. Autonomy? Won't the Chinese just steal the software?
No. FSD is the result of billions of miles of training data, trained on a billion dollar super computer, not thousands of lines of code. It runs only on a Tesla proprietary inference computer within a Tesla architecture vehicle. Good luck copying that.
@@BongoWongoOG There is a factory in China, so of course they will copy everything they can. My guess is they will be about 5 years behind Tesla in the beginning and then catch up quickly.
When Elon says "a couple of things" he means Model 2 and house heatpump.
Yes, Model 2 would be my guess as well, although he has to be careful about the Osborne effect. He mentioned a while back that they a not currently working on a house heatpump or anything of that sort.
Let's gooooooo tesla.
Warren has also stated that robo taxi will stop Tesla from selling cars? Seriously
They will always builld more Robocabs, but will not need to build more cars in about 20 years or so. They'll be able to chose if they want to continue building cars or not and they probably will, as long as the demand is there.
As I have mentioned in the past, one of the big changes will be "Induction Charging " remember they bought that company that had designed this and kept the engineers. This will also be used for Optimus Prime Robots.
Probably true although for Optimus it’s not important because the packs are only 2.5 kWh.
Yes, I think so too, Robocabs have to be able to charge themselves and the snake charger was cancelled. In the future Optimus could plug them in, if the efficiency with cables is higher. Optimus can also plug itself in, if the need arises, no induction charging required there but probably still used, we'll see.
Clickbait again! Old news recycled.
TSLA stock will EXPLODE!
1/2+ of California’s teslas will eventually join Robotaxi fleets in 2nd year and beyond after the initial launch of Robotaxi. Tesla in my opinion will need to have their own Robotaxi fleet to show the benefit of owning a Robotaxi by adding their tesla into the fleet.
I seriously doubt that half of Tesla owners will put their car in the fleet. I think it's going to be more like 10-20%.